Hypothetical Ethical Share Portfolio February 2014
The ASX All Ordinaries closed at 5,184.506 on Friday the 7th of February, 2014. Bentham IMF Limited has at times traded at a bit less than the purchase price, possibly because the company semi-lost its case against ANZ Banking Group. However, this is simply the business they’re in, and it would be foolish to overreact to individual case results.
| Dividends Received | Company | Code | Date Added | Buy Price | Most Recent Close | Percent Change | ASX All Ords (XAO) Change | Relative Return | XAO at time of purchase |
|
$0.05 |
Energy Action | EAX |
19/07/13 |
$2.88 |
$3.40 |
18.06% |
4.54% |
13.52% |
4959.39 |
|
0 |
My Net Fone | MNF |
17/10/13 |
$1.40 |
$1.78 |
27.14% |
-1.84% |
28.99% |
5281.88 |
|
0 |
1300 Smiles | ONT |
24/10/13 |
$6.50 |
$6.75 |
3.85% |
-3.52% |
7.37% |
5373.67 |
|
0 |
Fiducian Portfolio Services | FPS |
7/11/13 |
$1.18 |
$1.62 |
37.29% |
-4.26% |
41.55% |
5415.43 |
|
0 |
IMF Australia | IMF |
25/11/13 |
$1.70 |
$1.71 |
0.29% |
-3.02% |
3.32% |
5346.1 |
| Average Return excluding Dividends |
17.33% |
Average outperformance excluding dividends |
18.95% |
Nothing on this website is advice, ever. I hold positions in all of the companies mentioned above.
The Hypothetical Ethical Share Portfolio
